You're not too small. You've been underestimated.
Command your growth.
You Already Know.
Your Schwab rep hasn't called back. You're billing in Excel at 11pm. Your TAMP charges 85 basis points and you can't get a human on the phone. Meanwhile, AI is rewriting the industry and you're using the same website since 2019.
Your TAMP doesn't know your name
You call the 800 number, sit in a queue, and explain your situation to someone reading from a script. They open a ticket. Again.
You're paying too much for too little
75–100+ basis points for a platform that doesn't handle billing, doesn't offer AI strategies, and considers 20 models a "marketplace."
AI is coming — without you
Fee compression is squeezing your margins. The $3B wirehouse team has a marketing department and a tech stack. You have a template website from 2019.
You've been burned before
The last platform had beautiful slides too. The "dedicated team" was a shared inbox. The "two-week transition" took four months. You swore you'd never do that again.
You got into this business to help people. To build something. To be independent.
When was the last time it actually felt that way?
And that ends today.
What If Everything Changed?
Not five years from now. Not "when you hit $200M." Now.
Your portfolios ran themselves.
100+ institutional models. AI-optimized. Auto-rebalanced. Tax-loss harvested. Across every custodian. While you slept.
Your practice looked like a $300M firm.
New brand. New website. AI generates 4 compliant blog posts/month, 20+ social posts, and weekly market commentary — all in your voice. All compliance-reviewed before publishing.
Your execution was institutional-grade.
97.7% of trades at or better than the best available market price. A real trading desk. Not a queue. Not a batch file. See the Schwab-verified numbers.
Your data was yours.
Every record. Every relationship. Every dollar of enterprise value — portable, protected, and building equity in your business. Zero vendor lock-in.
This isn't a fantasy. This is what 50+ firms and 235 advisors already have.
This is UX Wealth.
One Platform. Every Tool You Need.
Replace 3–5 Vendor Subscriptions.
Most advisors cobble together a CRM, a planning tool, a risk tool, a billing system, and a reporting portal — paying 5 vendors who don't talk to each other. The Xperience Platform replaces all of them with a single, integrated command center.
Institutional Trade Execution
Bloomberg OMS/EMS, FIX connectivity, intelligent order routing. 97.7% at or better than the best available market price, Schwab-verified. The same infrastructure $10B+ shops use.
Automated Billing
Cloud-native fee calculation and deduction across every custodian. No more Excel at 11pm. Multi-custodial fee splits, automated invoicing, audit-ready records.
Performance Reporting
Real-time GIPS-compliant reporting, fully white-labeled to your brand. Client portal with on-demand access. Composite tracking built in.
Risk Profiling & Intelligence
Multi-factor risk assessment across 30,000+ funds. Behavioral tolerance, risk capacity, portfolio alignment, stress testing with 12 scenarios, and gap detection — all in one view.
Financial Planning
Comprehensive goal-based planning, cash flow projections, tax optimization, and estate planning. Monte Carlo simulations and scenario modeling built right into the platform.
Income Planning
Retirement income distribution strategies, Social Security optimization, and withdrawal sequencing. Show clients exactly how their money lasts — and how to make it last longer.
CRM & Practice Management
Integrated client relationship management with automated workflows, task management, communication tracking, and pipeline visibility. No more toggling between 4 apps.
AI-Powered Research
Real-time market intelligence, fund analysis, and portfolio construction recommendations. Ask questions, get answers — backed by institutional-grade data.
M&A Marketplace
Practice valuation, buyer/seller matching, and deal structuring for advisors looking to acquire or exit. Grow through acquisition — or plan your succession — natively on the platform.
Planning Essentials
Quick-start planning tools for every client conversation. From first meeting to annual review — the right planning framework at your fingertips, ready in minutes.
Trading. Billing. Reporting. Risk. Planning. Income. CRM. Research. M&A.
All native. All integrated. All included.
See the Full PlatformA $30M Firm Walks In.
A Firm Ready for $300M Walks Out.
UX Wealth does for every partner firm what most firms spend $500K+/year trying to do themselves. This is the killer differentiator — few TAMPs even attempt this level of transformation.
Week 1–2: The Assessment
We audit everything — your brand, website, client communications, workflows, digital presence, tech stack. We find every leak, every bottleneck, every hour you're wasting on tasks a machine should handle.
Week 3–4: The Transformation
Your website gets rebuilt from scratch. Your brand gets sharpened. AI-powered client communications go live — personalized, compliant, on-brand, automatic. Your social media starts posting itself.
Month 2+: The Acceleration
Monday morning: your AI-generated weekly market email went out at 7am. Three LinkedIn posts are queued. Two prospects who visited your website got personalized follow-ups. Your portfolio drift alerts are clear. You open your laptop and start planning.
Here's what you get — every month:
AI-Generated Content
4 compliant blog posts/month, 20+ social posts, weekly market commentary
Automated Client Comms
Personalized emails, market updates, review reminders — your clients feel known
Drift Monitoring
Automated alerts when allocations deviate >2%, rebalancing triggers
Tax-Loss Harvesting
Daily scans for harvesting opportunities across all accounts
Client Review Prep
AI-generated prep packages 5 days before each scheduled meeting
Digital Presence
SEO optimization, directory listings, online reviews management
Compliance Review
Every piece of content reviewed before publishing — nothing goes live without your approval
Growth Engine
Lead gen support, referral network, competitive positioning
Planning & Income Tools
Financial planning, income distribution, and Social Security optimization — ready for every client conversation
AI Research Assistant
Real-time market intelligence, fund analysis, and portfolio construction recommendations on demand
You approve everything before it goes live. Your voice, amplified by AI — not replaced by it.
*Services and included features are subject to change. Contact us for current details.
14 Managers. 100+ Models.
Your arsenal.
Strategic, tactical, AI-driven, and custom — all on one platform. A $30M firm gets the same investment firepower as a $3B wirehouse. Explore the full marketplace.
The Future
Bayesian AI, deep learning, sentiment analysis, evolutionary algorithms — strategies that analyze billions of data points daily.
The Edge
Signal processing, systematic risk management, 34+ algorithms, direct indexing.
The Bedrock
Low-cost core exposure battle-tested across $2.5B in AUM.
Your IP
Your thesis, your allocation — we build it, deploy it, run it. At 0 bps. We don't charge you for your own intellectual property.
Blend strategic + tactical + AI in a single UMA. One account. Infinite combinations.
Explore Full Model MarketplaceInstitutional Execution.
Schwab Custodied.
The same execution infrastructure that $10B+ shops use. Bloomberg OMS/EMS, FIX connectivity, direct counterparty access. You get it at 39 basis points.
Source: S3 Matching Technologies / Charles Schwab Execution Quality Report — Q3 2025
Four Custodians Live. One Dashboard.
Schwab · Interactive Brokers · Axos — live today. Apex & Altruist — coming soon. Altruist — Q2 2026. 38% of high-net-worth clients hold assets at 2+ custodians. You don't lose deals anymore.
More for Less.
Radically less.
Legacy TAMPs charge premium fees for basic service. We deliver institutional-grade everything — trading, billing, reporting, AI practice transformation — at a fraction of the cost. Transparent. All-in. No surprises.
Own IP
Your thesis, your allocation — we build it, deploy it, run it. We don't charge you for your own intellectual property.
- Full trading, billing, reporting included
- Automated rebalancing & drift monitoring
- Multi-custodial execution
- Dedicated relationship manager
One Fee
100+ institutional models from 14 managers. Everything included — no line items, no add-ons, no nickel-and-diming.
- 100+ institutional models from 14 managers
- Full AI Upgrade — brand, website, content
- Institutional trade execution
- Automated billing
- GIPS-compliant performance reporting
- Multi-custodial support
- Full data ownership — zero vendor lock-in
- Named dedicated support
AI Access
The most advanced AI-driven model on the platform. Still less than what legacy TAMPs charge for basic models.
- Advanced Bayesian AI/ML engine
- Everything in the Full Platform tier
- Premium AI strategy access
- Priority execution routing
| Capability | UX Wealth | Legacy TAMPs | DIY |
|---|---|---|---|
| All-In Cost | Fraction of legacy | 75–100+ bps | "Free" + your nights |
| Models Available | 100+ | 20–50 | Your own |
| AI/ML Strategies | ✓ Native | ✗ | ✗ |
| AI Practice Transformation | ✓ Full | ✗ | ✗ |
| Trading Desk | Institutional | Basic | You |
| Custodians | 4 live | 1–2 | 1 |
| Data Ownership | ✓ Yours | ✗ Theirs | ✓ Yours |
| Dedicated Support | ✓ Your name | Queue #4,719 | N/A |
| Native Financial Planning | ✓ Built-in | ✗ 3rd party | $5K+/yr |
| Income Planning | ✓ Built-in | ✗ | $3K+/yr |
| Native CRM | ✓ Integrated | ✗ 3rd party | $3K+/yr |
| Risk Profiling (30K+ funds) | ✓ Native | ✗ Add-on | $4K+/yr |
| M&A Marketplace | ✓ Native | ✗ | ✗ |
| AI Research | ✓ Native | ✗ | ✗ |
Everything your firm needs. One transparent fee. No surprises.
Schedule a discovery call — we'll build a custom quote for your firm.
The Numbers Don't Lie.
Wealthies Award Finalist
Best TAMP 2025
WealthManagement.com
"Ten to Watch" 2025
The firms that join don't leave. They grow.
Four Steps. Two Weeks to Live.
No committee. No six-month implementation. No 40-page contract.
Discovery Call
You tell us about your practice. We listen. No pitch. No pressure. You talk to a decision-maker.
Custom Proposal
Not a template. YOUR proposal — your custodians, your models, your fee structure, your AI Upgrade roadmap.
White-Glove Onboarding
Account migration, model mapping, data transfer, compliance review. Your clients experience zero disruption.
Launch + Partnership
You're live. Your AI Upgrade begins transforming your practice. Quarterly reviews. Continuous optimization.
30-day implementation, then month-to-month. No long-term lock-in. We earn your business every quarter.
Schedule Your Discovery CallYour Market Is Still Open.
You were underestimated. Not anymore.
Schedule Your Discovery Call